Roth Financial Group, Merritt Island, Florida

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HOT TOPIC: What Does a Weaker U.S. Dollar Mean for Your Money?

Consumers and investors might want to consider how the depreciating dollar could impact the economy and their own finances.
Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
HOT TOPIC: The Iran War, the Economy, and Your Portfolio

This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.
Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
Disability Income Insurance

How much Disability Income Insurance do you need?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.
Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.